TBPN GameStop CEO Ryan Cohen Live on TBPN
17 snips
Oct 20, 2025 
Ryan Cohen, a Canadian entrepreneur known for founding Chewy and leading GameStop, delves into the company's turnaround strategy, emphasizing digital over physical gaming and the challenges of hiring amidst AI’s rise. He shares three key lessons from Chewy that he's applying at GameStop. Meanwhile, Zak Kukoff, a tech policy expert, discusses the adverse effects of potential government shutdowns on startups, including frozen visas and regulatory delays, and touches on the importance of federal standards in AI regulation to foster innovation.
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Large-Scale AI Apps Face Saturation Risks
- App-tracking data shows ChatGPT/ChatGPT-like growth may be plateauing at very large scale.
- User saturation and seasonality can slow DAU growth despite continued investment.
Massive AI CapEx Is Ambitious But Feasible
- Nvidia's role in AI infrastructure scaled massively and capex forecasts suggest trillions may follow by 2030.
- JPMorgan deems the build-out feasible but notes funding will come from mixed private and public sources.
Claimed Math Breakthrough Was Literature Search
- OpenAI researchers claimed ChatGPT solved Erdős problems but later admitted they only found published solutions.
- DeepMind's Demis Hassabis publicly called the initial claim embarrassing.
